Jordyn's FinanceFractional CFO

08of 08Contact

Thirty minutes,
and a straight answer.

Tell me about the company and the decision in front of you. The first conversation costs nothing and ends with a recommendation either way.

Take a time

Put it on the calendar
and we will talk.

Thirty minutes · no charge. Choose whatever slot suits you — the confirmation arrives immediately, with a short note from me before we speak. If nothing on it works, send a note below instead.

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Open the booking page

Before we meet

Eight pages to read,
and one to send back.

The packet sets out how the practice works, what each level of support covers, and what the discovery call actually reviews. Page 7 is the part that does the work: a Client Financial Snapshot you type straight into and email back, so the consultation opens on your numbers rather than on introductions.

In the packet

  1. 01Financial clarity for your businessWhat the practice does, and who it is built for.
  2. 02The numbers behind the businessProfitability, cash flow, owner pay, pricing, tax readiness, growth.
  3. 03Your business financial checkupWhat the discovery review looks at, and what you walk away knowing.
  4. 04Ways we can work togetherThe one-time financial reset, and the monthly partnership.
  5. 05Choose your level of supportManagement, Strategy, and Growth CFO — each quoted on the call.
  6. 06Getting startedThe five steps from first conversation to action plan.
  7. 07Client Financial SnapshotThe fillable page. Type into it, save it, send it back.
  8. 08Direct contactHow to reach Jordan between now and the call.
  1. 01

    Download the packet

    Eight pages, 195 KB. Read it in your own time — nothing in it asks you to decide anything yet.

  2. 02

    Type into page 7

    The Client Financial Snapshot has fillable fields. Any PDF reader will do, and estimates are completely fine — this is preparation, not an audit.

  3. 03

    Email it back before we speak

    Send the saved copy to jordynsfinance@gmail.com at least 24 hours before the call, and the thirty minutes starts with your numbers already read.

PDF · 8 pages · 195 KB. The email link opens a pre-addressed message — attach your saved copy before sending. Anything you send is read by me and no one else.

What happens next

  1. 01

    You take a time, or send a short note

    Pick a slot on the calendar above if one suits you. If you would rather write first, a few lines is enough — what the company does, roughly what size it is, and what prompted you to look.

  2. 02

    I reply personally, within a business day

    Either route reaches me and no one else — not an assistant. If I need something before the call to make it useful, I will ask for it.

  3. 03

    We speak for thirty minutes

    You get a straight read on whether this seat is the right answer — including a recommendation to do nothing, if that is the honest one.

Or reach me directly

Telephone
469-248-7336
Based in
Dallas, Texas
Serving
Clients nationwide
Reply
Within one business day

Prefer to write before booking? This reaches me directly. Every field but the note itself is optional if you would rather keep it brief.

Used only to reply to you. Never shared, never added to a list.